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This article applies to:

  • Product: ONESOURCE Trust Tax

Filing 5227 Returns

Beginning with tax year 2022, the IRS offers e-filing of federal 5227 returns, extensions and amendments. ONESOURCE Trust Tax supports e-filing for federal 5227 returns, extensions and amendments. This includes accounts that file both 1041 and 5227 returns. If you want to paper-file a federal 5227 return, print then use the U.S. Postal Service to file the return at the following address:
Department of the TreasuryInternal Revenue Service CenterOgden, Utah 84201-0027
Beginning with tax year 2022, you can use ONESOURCE Trust Tax to e-file Massachusetts Form 2G for 5227 returns and New Jersey Form 1041 for 5227 returns. Consolidated Massachusetts Form 2G cannot be e-filed. E-filing for all other state 5227 returns is unavailable. They must be printed and paper-filed with the appropriate taxing authority.
If you use ONESOURCE Trust Tax Tools, you can set up a federal or state milestone so that the 5227 return is not updated by a processing request after it is filed. To set up a milestone, access the Customize Milestones page by selecting
SETUP
,
Customize
 then
Milestones
. In the grid under the
Customize Milestones
 collapsible section, enter a milestone description in the
Milestone Description
 field, a short title in the
Short Title
 field, select the
Filed with IRS
 check box then select
Save
.
After saving the milestone, use the account binder's Tracking page to select the
Done
 check box for the milestone. The Tracking page is accessed by selecting the
Account
 main topic then the
Tracking
 subtopic.

Printing 5227 Returns

If you did not print your 5227 returns as part of your processing request, you can submit a print request from a register. To submit a print request from a register:
  1. From the Register Listing page, select Run for the register that includes the accounts you want to print.
  2. Select the check box in the first column for each account you want to print. If you want to select all of the accounts in the register, do not select any check boxes.
  3. The following graphic shows three accounts are selected for printing:
  4. Select
    Print
     from the
    Register Action
     drop-down list.
  5. The Print pop-up window displays.
  6. Select
    Tax Return
     from the
    Request
     drop-down list then select
    5227
     from the
    Document Option
     drop-down list.
  7. If you are printing locally, select the
    Create a PDF
     file for each document option. Otherwise, select the
    Bulk Ship
     option.
  8. Select
    Submit
    .